GoalVest Advisory’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

GoalVest Advisory’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-635	Closed	-$40K	–	357
2022 Q1	$40K	Buy	+635	New	+$40.1K	0.02%	164
2021 Q2	$31K	Hold	521	–	–	0.02%	166
2021 Q1	$30K	Buy	521 +263	+102%	+$14.4K	0.02%	139
2020 Q4	$14K	Buy	+258	New	+$13.4K	0.01%	158

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

GoalVest Advisory's DGRW Position: Q2 2022 in Review

GoalVest Advisory sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2022, closing a stake of 635 shares — an estimated $40K sold.

GoalVest Advisory first reported a position in DGRW in Q4 2020 and held it in 4 quarters. The position peaked at $40K in Q1 2022. 388 funds tracked by Wall St. Rank hold DGRW as of Q2 2022.

GoalVest Advisory reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2022 after selling out during the quarter.
GoalVest Advisory sold 635 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2022, an estimated $40K.
GoalVest Advisory first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and held it in 4 quarters.
GoalVest Advisory's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $40K in Q1 2022.
388 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.